UBS Group
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UBS Group’s Truist Financial TFC Stock Holding History

UBS Group’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.71M Sell
146,000
-95,300
-39% -$4.71M ﹤0.01% 3765
2025
Q4 		$11.9M Sell
241,300
-1,400
-0.6% -$64.5K ﹤0.01% 3115
2025
Q3 		$11.1M Buy
242,700
+10,500
+5% +$473K ﹤0.01% 3184
2025
Q2 		$9.98M Sell
232,200
-18,800
-7% -$736K ﹤0.01% 3082
2025
Q1 		$10.3M Buy
251,000
+206,500
+464% +$9.2M ﹤0.01% 3004
2024
Q4 		$1.93M Buy
44,500
+13,700
+44% +$611K ﹤0.01% 4753
2024
Q3 		$1.32M Buy
+30,800
New +$1.3M ﹤0.01% 4390
2022
Q3 		– Sell
-300
Closed -$14K – 10921
2022
Q2 		$14K Hold
300
– – ﹤0.01% 7425
2022
Q1 		$17K Hold
300
– – ﹤0.01% 7669
2021
Q4 		$18K Hold
300
– – ﹤0.01% 7990
2021
Q3 		$18K Hold
300
– – ﹤0.01% 7297
2021
Q2 		$17K Buy
300
+100
+50% +$5.87K ﹤0.01% 7523
2021
Q1 		$12K Buy
200
+100
+100% +$5.48K ﹤0.01% 7810
2020
Q4 		$5K Buy
+100
New +$4.53K ﹤0.01% 7845
2019
Q2 		– Sell
-410,100
Closed -$19.1M – 8153
2019
Q1 		$19.1M Buy
+410,100
New +$20M 0.01% 1171
2018
Q4 		– Sell
-50,000
Closed -$2.43M – 8284
2018
Q3 		$2.43M Buy
+50,000
New +$2.57M ﹤0.01% 3048
2017
Q1 		– Sell
-118,800
Closed -$5.59M – 7965
2016
Q4 		$5.59M Buy
+118,800
New +$5.05M ﹤0.01% 1994
2016
Q1 		– Sell
-200
Closed -$8K – 8164
2015
Q4 		$8K Hold
200
– – ﹤0.01% 7440
2015
Q3 		$7K Hold
200
– – ﹤0.01% 7518
2015
Q2 		$8K Hold
200
– – ﹤0.01% 7621
2015
Q1 		$8K Sell
200
-80,400
-100% -$3.03M ﹤0.01% 7829
2014
Q4 		$3.13M Buy
+80,600
New +$3.03M ﹤0.01% 2485

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group's TFC Position: Q1 2026 in Review

UBS Group increased its Truist Financial (TFC) stake by 15% in Q1 2026, buying an estimated $42.1M and bringing the position to 6,415,455 shares worth $295M. The position accounts for 0.04% of the portfolio, ranked #435.

UBS Group first reported a position in TFC in Q4 2014 and has held it in 46 quarters since. The position peaked at $603M in Q4 2019. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • UBS Group held 6,415,455 shares of Truist Financial worth $295M as of Q1 2026.
  • UBS Group bought 851,525 Truist Financial shares in Q1 2026, an estimated $42.1M.
  • Truist Financial made up 0.04% of UBS Group's portfolio in Q1 2026, its #435 holding.
  • UBS Group first reported a position in Truist Financial in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Truist Financial position peaked at $603M in Q4 2019.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.